CSI Resources

CSI White Papers

Financial technology and compliance regulations are constantly changing. As thought leaders, our team of experts believes in sharing industry knowledge to keep our customers and peers informed and ahead of the competition. And our white papers cover the most pressing topics facing financial institutions and other industries we serve today.

Read our white papers to learn more:

Latest Generation CRM Helps Community Banks Recapture their Competitive Advantage

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Under significant market pressure to boost profitability, banks must increase their wallet share with existing customers and attract more new customers, all in an environment of increasing competition and decreasing resources. That dilemma is old news, but the answer is anything but—in fact, it’s transformative. This white paper demonstrates how the latest generation customer relationship management (CRM) solutions instinctively pinpoint customer channel preferences and proactively anticipate individual customer product and service needs.